Machine Kinematics
solved, then drawn
Series

Algebra — the series

22 essays on one idea, from the one that introduces it to the one that assumes the rest.
  1. Two circles, four answers, two of them nowhere. A four-bar with its crank held at 52° is two circles: the coupler pin is 3.5 from the crank pin and 3 from the far ground pivot. Two quadratics in two unknowns, so Bézout's number is four — and the tracker finds two. The other two paths run off to infinity, and they do so for every pair of circles ever drawn: two circles meet the line at infinity in the same two points, and those are what the fourth and third answers are.

    Two circles, four answers

    A four-bar with its crank held still is two circles, and two circles meet twice. Bézout's theorem says four. The two missing answers are not a rounding error and are not special to these link lengths — they are the same two points for every pair of circles ever drawn, and they are the beginning of a way of counting that has so far been done by hand.

    part 1 · algebra
  2. Every path, in the plane of one unknown. The 16 tracked paths of the 3-RPR platform, projected onto the complex plane of x. Each curve starts at a solution of the start system and ends at a solution of the target or leaves the frame on its way to infinity. This run is γ random, start constants complex, and it found 6 solutions.

    Following a root from a problem already solved

    Homotopy continuation solves a system nobody can solve by deforming one that anybody can, and following every root as it moves. The whole method rests on the deformation being generic, and the folklore says that is what the γ-trick is for. Running all four combinations says the folklore names one of two places the randomness can live, and either will do.

    part 2 · algebra
  3. What became of Bézout's paths. four-bar coupler pin: 2 of 4 paths arrived at a solution and 2 went to infinity; 3-RPR platform: 6 of 16 paths arrived at a solution and 10 went to infinity; Gough, generic: 80 of 1458 paths arrived at a solution and 1378 went to infinity. The surplus is not merely wasted — it is cheap: a path on its way to infinity is abandoned in a handful of steps, while every path that arrives is tracked in full.

    The paths that leave

    Bézout's number over-counts, and the over-count is enormous — 1,458 tracked paths for 80 solutions. The obvious response is to find a method that tracks only the paths that arrive. That method exists, it was built, and it is four times slower, because the surplus paths are not merely surplus. They are cheap.

    part 2 · algebra
  4. The count that moves, and the one that does not. 676 sets of leg lengths for one 3-RPR platform, the third leg held at 2.2. Every one of them has exactly 6 complex solutions. The number that is real runs 0, 2 — 141 cells at 0, 535 cells at 2 — and that number is what a machine shop would call the assembly modes.

    The count that does not move

    A mechanism does not have a number of assembly modes. Its family has a complex solution count that never changes, and each member has a real count that does — 676 sets of leg lengths for one platform, all with six complex solutions, and nought, two or four of them real. The number a machine shop cares about is the one that is not a property of the machine.

    part 2 · algebra
  5. The twelve that were at infinity, coming back. Every solution of the platform's direct kinematics, plotted by how far from the origin it sits, as the six anchors are jittered. At no jitter the site's own platform has 56 solutions and the largest is at 25.8. At a jitter of 0.2 there are 80, and the extra ones arrive from far out — they were never missing, they were at infinity.

    Twenty-eight, not forty

    The general six-legged platform has forty poses for a given set of leg lengths, and that number has been quoted beside a picture of a platform that has twenty-eight. Its anchors are arranged symmetrically, which makes it a special architecture, and the missing twelve poses are not missing. They are at infinity, and perturbing the anchors brings them back.

    part 3 · algebra
  6. A lower bound that happened to be tight. The site's own Gough platform at its home pose. The search starts Newton from a spread of guesses and reports what it lands on: 16 from 400, 16 from 1200, 16 from 4000. Tracking every one of the 1458 Bézout paths says there are 28 poses in the complex numbers and 16 of them are real. The search was right. Nothing available to the search could have said so.

    The search that was right

    This site has reported sixteen assemblies for its Gough platform and labelled the number a lower bound found by search, everywhere it appears. Tracking every path says there are twenty-eight poses and sixteen of them are real. The lower bound was tight. Nothing available to the search could have said so, and a second method that was supposed to settle it turns out to have the same defect one level up.

    part 3 · algebra
  7. The configuration space of a crank rocker. Every point of the square is a pair of angles — the crank's and the rocker's — and the curve is where the coupler is exactly the right length to join them. That curve is the mechanism: one equation in two angles leaves one freedom, which is the mobility. It has 2 components, and that is the two assembly branches. A built linkage cannot cross between them, because there is no path in the set to cross by — and each goes all the way round, which is what makes the crank a crank. The square's left and right edges are the same line, and so are its top and bottom.

    Branches were components all along

    Seven words have been used for one thing. An assembly branch, a circuit, an assembly mode, a working mode, a posture and a branch defect are all statements about the connected components of a mechanism's configuration space — and once that is said, a four-bar's two circles, a platform's six modes and a synthesis defect stop being three subjects.

    part 4 · serial
  8. Two circles each, so two to the power of the dyads. A dyad has two solutions, and a chain whose groups are all dyads is solved one dyad at a time, so the number of ways it can be assembled at a given input angle is 2 raised to the number of them. That is a prediction made from the graph about a count of configurations, and it is checked here against a count: the same chain solved from 240 random seeds, with the distinct converged configurations counted. The two agree in every row. Watt's did not at first — it came back at eight — and every one of the four extra answers had its ternary link mirrored: three distances fix a triangle only up to reflection, so the distance equations admit a part that has been turned inside out. A reflected link is a different part rather than a different pose, and the solver refuses those frames now.

    Two to the power of the dyads

    How many ways a mechanism can be assembled at a given input angle is a count of configurations, and it is predicted here by a graph: two circles per pair of links, so two to the power of the number of pairs. The prediction came back four for Watt's chain and the count came back eight, and the four extra had a link turned inside out.

    part 5 · algebra
  9. What degree a coupler curve actually is. A four-bar's coupler point traced at 602 solved positions, then asked which polynomials vanish on those points. For each degree the design matrix's smallest singular direction is taken and its worst residual plotted. Degrees four and five leave nothing near zero; degree six drops by ten decades and degree seven buys nothing further. The textbook sentence — a coupler curve is a sextic — comes back as a measurement, and the decision is made by the gap between the smallest singular value and the next, which here is a factor of 2.8e+3 — at 15, 21, 28 and 36 monomials respectively.

    The equation a four-bar satisfies

    Every textbook says a coupler curve is a sextic. Traced at six hundred solved positions and fitted at degrees four through seven, the answer comes back as a measurement: nothing vanishes below six, degree six drops by ten decades, and degree seven buys nothing — with the decision made by a gap of 2.8 × 10³ rather than by a residual.

    part 6 · algebra
  10. 20,000 four-bars, and not one with three circuits. 20,000 four-bars with the ground at one and the other three lengths drawn from 0.05 to 3, each counted exactly. crank-rocker: 3,031, of which 3,031 have two circuits, 0 have one and 0 cannot be assembled; double crank: 3,086, of which 3,086 have two circuits, 0 have one and 0 cannot be assembled; Grashof double rocker: 1,497, of which 1,497 have two circuits, 0 have one and 0 cannot be assembled; triple rocker (non-Grashof): 12,386, of which 0 have two circuits, 9,528 have one and 2,858 cannot be assembled. The most circuits any linkage has is 2.

    Never three circuits

    A four-bar has one circuit or two, and twenty thousand random four-bars counted exactly contain no exception. The reason is a count of four points where the two assemblies merge, which makes the configuration curve a curve of genus one, and Harnack's theorem allows a real curve of genus one two pieces and no more. A six-bar's curve has genus five or seven, and its circuits go to four and six.

    part 7 · algebra
  11. A line across the four-bar's coupler curve. The curve traced by a point on the four-bar's coupler, over every real configuration, with the machine drawn faintly at one of them. A real line crosses it at 4 marked points. Written as polynomials, the machine and the line have 8 paths to track; 6 arrive, 2 leave for infinity, and the arrivals draw 6 distinct points — 4 real and 2 complex. A random complex line gives 6 as well, which is the curve's degree.

    A degree counted on a line

    A curve of degree six meets a general line in six points, and that sentence is a way to measure the degree with no equation in it. Written as polynomials, a four-bar and a random complex line have eight paths to track; six arrive on every line tried, the other two run off towards the circular points, and a sum of the six stays straight to fifteen figures only when none is missing.

    part 7 · algebra
  12. Every body of the Stephenson six-bar, sliced by one line. One random complex line, and a point on each body of the Stephenson six-bar required to lie on it. Every system has Bézout number 32. crank: 8 configurations drawing 2 distinct points, each 4 times, so degree 2; ternary coupler: 12 configurations drawing 6 distinct points, each 2 times, so degree 6; rocker: 8 configurations drawing 2 distinct points, each 4 times, so degree 2; arm: 18 configurations drawing 18 distinct points, each 1 time, so degree 18; output: 12 configurations drawing 2 distinct points, each 6 times, so degree 2. The configurations are what the tracker counts; the points are what the curve has.

    The curve nobody eliminates

    A point on the arm of the site's dwell six-bar draws a curve whose equation nobody writes down and no fit can find: at degree eighteen a fit needs a hundred and ninety coefficients, and its singular values have no gap to decide by. Sliced by a random line, the same machine has thirty-two paths to track and eighteen arrive, on every line tried, all eighteen distinct and all on one curve.

    part 8 · algebra
  13. How many times each curve passes through the circular points. For each body of five machines, the degree of the curve a point on it draws, from a random complex line, and the number of finite points where that curve meets a line through the circular point I, x + iy = c, and one through J, x − iy = c. The difference is how many times the curve passes through that circular point. Four-bar, crank: degree 2, 1 and 1 finite, circularity 1; four-bar, coupler: degree 6, 3 and 3 finite, circularity 3; four-bar, rocker: degree 2, 1 and 1 finite, circularity 1; Watt six-bar, coupler: degree 6, 3 and 3 finite, circularity 3; Watt six-bar, second coupler: degree 6, 3 and 3 finite, circularity 3; Watt six-bar, output: degree 2, 1 and 1 finite, circularity 1; Stephenson six-bar, coupler: degree 6, 3 and 3 finite, circularity 3; Stephenson six-bar, arm: degree 18, 9 and 9 finite, circularity 9; Stephenson six-bar, output: degree 2, 1 and 1 finite, circularity 1; slider-crank, crank: degree 2, 1 and 1 finite, circularity 1; slider-crank, coupler: degree 4, 3 and 3 finite, circularity 1; elliptic trammel, rod: degree 2, 2 and 2 finite, circularity 0. Every body of the three machines built from pins alone has circularity exactly half its degree; the slider-crank's coupler curve and the trammel's ellipse do not.

    Nine times through each circular point

    A line through a circular point meets a curve at that point once for every time the curve passes through it, so counting its finite meetings measures how often, with no equation. The Stephenson six-bar's arm curve, degree eighteen, meets such lines in nine finite points: it passes nine times through each circular point. Every curve drawn by a body of a machine built from pins alone does this at exactly half its degree; a slide breaks it.

    part 9 · algebra
  14. The closed path of a geared five-bar's pin at four gear ratios. A five-bar with two cranks of length 1 on pivots 3 apart, couplers 3 and 2.5, and a gear on each crank, drawn over one whole cycle at ratios 1 : 1, which closes after 1 input turn; 2 : 1, which closes after 1 input turn; 3 : 2, which closes after 2 input turns; 5 : 3, which closes after 3 input turns. Both assembly branches of the coupler pin are drawn, one in each colour. The curves they make together have degree 6, 10, 16, 26.

    Every rational gear ratio has a degree

    Mesh a gear on each crank of a five-bar and the pin where its couplers meet draws a closed curve at every rational ratio. Its degree is 6 at 1 to 1, 16 at 3 to 2, 68 at 13 to 8 and 178 at 34 to 21: four times the larger term of the ratio plus twice the smaller, read off the span of one polynomial in one variable. Along the golden ratio's convergents the degree grows by the golden ratio at each step, and at the golden ratio itself no fit finds any.

    part 10 · algebra
  15. The same five-bar with its gears meshed outside and inside. A geared five-bar drawn over a whole cycle at four ratios, with its two cranks turning against each other in the top row and together in the bottom one — an external mesh and an internal one, which is the same machine with the ratio's sign changed. Both assembly branches are drawn. The curves have the same degree in both rows — 1 : 1 at 6, 2 : 1 at 10, 3 : 2 at 16, 5 : 3 at 26 — and they are not the same curves: the lower ones are the maximally circular members of their degree and the upper ones are not, which is a difference nothing about the drawing shows.

    The mesh inside keeps the half

    Mesh a geared five-bar's two gears inside each other instead of side by side and the cranks turn together rather than against each other. The curve its pin draws has exactly the same degree at every rational ratio — and it passes through each circular point half that degree, which is as often as any curve can, where the counter-rotating machine manages between a third and two fifths. The sign of the ratio is the whole difference.

    part 11 · algebra
  16. Six coupler points of one slider-crank: three at other distances from the crank pin, three exactly a rod away. A slider-crank with a crank of 1 and a rod of 3 on a slide through the crank's pivot, drawn at one position with the closed curves six points of its rod trace over both assemblies. A point is given as (u, v) in the rod's own units — u along the rod from the crank pin, v across it. On the left (0.4, 0.5), (−0.3, 0.2), (1.2, −0.6): their distances from the crank pin are 0.64, 0.36, 1.34 rods. On the right (0.6, 0.8), (0, 1), (−0.8, 0.6), each exactly one rod from the crank pin, as far as the slider pin is. All six are quartics, all six are bounded — no real branch runs off the page — and nothing in the drawing tells the two panels apart. The difference is at infinity.

    Where a slide puts the rest of the degree

    A slider-crank's connecting rod draws a quartic that passes once through each circular point, which leaves two of its four meetings with the line at infinity unaccounted for. They are not along the slide. A point u along the rod and v across it sends them to the complex slopes [2v ± i(1 − u² − v²)] / [(1 + u)² + v²], whatever the crank, rod or offset — confirmed by slicing and by the fitted equation — and they are real only for points exactly a rod's length from the crank pin, where they merge into one direction at half the point's angle.

    part 12 · algebra
  17. Four points of one connecting rod: two crossings, none, two isolated points, two crossings again. The closed curves drawn over both assemblies by four points of the connecting rod of a slider-crank with a crank of 1 and a rod of 3 on a slide through the crank's pivot, which is marked in each panel. Each curve is a quartic and owes two double points. (0.12, 0.15), 0.19 rods from the crank pin: two crossings, at (±0.65, ±0.36), ringed; (0.4, 0.5), 0.64 rods from the crank pin: a complex pair, so the curve crosses itself nowhere; (0.75, 0.94), 1.20 rods from the crank pin: two isolated points at (±4.06, ±3.00), dotted, off the drawn curve; (1.1, 1.0), 1.49 rods from the crank pin: two crossings, at (±2.66, ±2.95), ringed. Each panel has its own scale. The second curve has no visible double point at all, and the third has two that no configuration of the machine ever reaches.

    The double points that leave for infinity

    A slider-crank's connecting rod draws a quartic that owes two double points. Close to the crank pin they are two real crossings. Between a crank's length and a rod's length from it they are a complex pair and the curve crosses itself nowhere. At exactly one rod both run off to the same real point at infinity and meet there as a tacnode whose branches are complex. Past that they come back real. Offsetting the slide changes the two circles by (R² − a²)(R² − b²) + e²R² = 0 and sends only one of the pair to infinity.

    part 13 · algebra
  18. The one real double point a four-bar owes is the one that leaves when its rocker becomes a slide. Left: a four-bar with a crank of 1 pivoted at the origin, a coupler of 3 and a rocker of 5 pivoted at (3, −5), so that the rocker's circle touches the line y = 0 where a slider-crank's slide would run. The coupler point is (0.4, 0.5) in the coupler's own units, and the curve it draws over both assemblies is shown with the circle through the three cognate pivots, on which all three finite double points lie. Two of them are a complex pair near the crank; the third, the only real one, is an isolated point at (0.92, −5.32) that no configuration reaches. Right: the same picture divided by the rocker length for rockers of 4, 10, 20, 50, 200, 100,000, with the drawn rocker's point ringed. The machine shrinks to the origin, the pivot circle settles onto a fixed circle, and the isolated point settles onto one point of it, (−0.484, −0.580), marked with a cross: the value d(|w|² − 1)/(w̄ − 1) for w = 0.4 + 0.5i and d the direction from the slide to the rocker's pivot.

    The double point a slide cannot keep

    A four-bar's coupler curve owes three finite double points and a slider-crank's owes two, so a four-bar whose rocker grows into a slide has to lose one. Parity decides which: the one that leaves is always real, and always an isolated point no configuration reaches. It runs off along d(|w|² − 1)/(w̄ − 1) times the rocker's length, a law that knows nothing of the crank, the rod, the offset or where the rocker touches the slide. On the circle one coupler length from the crank pin the law is zero, and all three double points leave together like the cube root of the rocker.

    part 14 · algebra
  19. A slider-crank whose crank becomes a slide loses both its double points. Left: a slider-crank with a crank of 5 pivoted a crank's length before the point where its crank pin crosses the slide, a rod of 3 and the slide along y = 0, drawn with the slides' eventual crossing at the origin. The rod point (0.3, 0.2) in the rod's own units draws the curve shown, and its two double points are the dots: isolated points, at (−7.90, 2.47) and (−2.10, −2.47). Right: the same double points divided by the crank, with the crank's pivot at the origin and the crossing at (1, 0), for cranks of 5, 10, 30, 100, 300, 1000. The pair settles symmetrically onto the crosses at ±(0.595, −0.505) — the law ± i(|w| − e^(i·arg w))/√(1 − |w|²) for w = 0.3 + 0.2i — and leaves in proportion to the crank.

    The trammel takes both double points

    Grow a slider-crank's crank without bound and its crank pin's circle flattens into a second slide: the machine becomes the elliptic trammel, whose curves are conics with no double points at all. Both of the slider-crank's double points have to go, and parity cannot say how. They go together, symmetric through the crank's pivot, at ±i(|w| − e^(i·arg w))/√(1 − |w|²) crank lengths — a law that knows nothing of the rod or the slide's offset. Inside the one-rod circle they are two real isolated points, outside it a complex pair. And on the circle with the rod as its diameter, where the trammel draws straight lines, one of them does not leave at all: it settles on the crossing of the two slides.

    part 15 · algebra
  20. Taken in one step, the limit is a family of laws. A four-bar with its crank a pivoted a crank's length to the left of the point where its two pins' circles cross, and its rocker c pivoted a rocker's length below it, both growing with c = λa, so that near that point it becomes the elliptic trammel. The coupler point (0.3, 0.2) in the rod's units has three double points, all leaving in proportion to the machine; plotted divided by a + c, with the crossing at the origin. Faint dots: the real ones at 49 ratios from a thousandth to a thousand. Large dots: at λ = 1, at (-0.110, -0.161), (-0.827, -0.176), (-0.059, -0.692), all three real. At either end one point settles where the one-step limit taken first would put it — the four-bar's law with the rocker grown first, its mirror with the crank grown first — and the other two collapse onto the crossing at this scale. In between, all three are spread.

    A four-bar becomes a trammel along a family of laws

    A four-bar becomes the elliptic trammel when its crank and its rocker both grow without bound, their pivots receding at right angles, and its three double points must all leave. Taken one link at a time the limit sends one point off along the four-bar's law and then the other two along the trammel's. Taken in one step it does something neither order sees: all three leave together, in proportion to the machine, at positions set by the coupler point and by λ, the rocker's length over the crank's. The two one-step orders are the family's two ends, λ → ∞ and λ → 0, and at equal rates the coupler point (0.3, 0.2) has its three double points up to 0.86 crank lengths from where either order puts them.

    part 16 · algebra
  21. Every boundary touches the circle on the rod. The coupler's plane in the rod's units, crank pin at (0, 0) and rocker pin at (1, 0). Shaded: the coupler points whose three departing double points are all real at a ratio of rocker to crank of 1, the region where R = λ⁴A + λ²B + C is negative; 8.1% of a window from −1.4 to 2.4 along the rod and ±1.5 across it. Dotted: the circles one rod from each pin, the boundary at the family's two ends. Dashed: the circle with the rod as its diameter. Every boundary in the family touches that circle and never crosses it; at this ratio it touches at (0.50, ±0.50), the points where −B/2A = λ². Inside it all three are real at every ratio.

    Three discs decide the real double points

    A four-bar growing into the elliptic trammel loses three double points, and how many of them are real depends on the coupler point and on the ratio λ of rocker to crank. The boundary of the region where all three are real is one polynomial, R = λ⁴A + λ²B + C, quadratic in λ² and short when written in the squared distances from the two pins. Its sign is the count at every one of 23,100 cells tried. As a quadratic in λ² its discriminant is the circle with the rod as diameter times a figure of eight, so that circle is touched by every boundary and crossed by none, and a coupler point's whole history along the family is settled by three discs.

    part 17 · algebra
  22. A growing four-bar walks away from its own double points. A four-bar with a rod of 3, its crank and rocker both of length t, pivoted so that both pivot circles pass through the slides' crossing, with the coupler point at (0.3, 0.2) in the rod's units. Drawn in units of t: the two pivot circles (dotted), their second meeting (ringed), the real coupler curve the machine draws (solid), and its real double points, filled where two real configurations meet and hollow where none reaches. At size t = 7 the curve's real double points are isolated (2.02), isolated (3.32), crossing (0.93); the number in brackets is how far the line of rod orientations through each passes from the unit circle's centre, a crossing below one and isolated above. As t grows the curve shrinks onto the crossing and the second meeting and the double points stay where they are.

    A growing four-bar reaches none of its departing double points

    A four-bar growing into the elliptic trammel loses three double points, and wherever they are real the question is whether the machine passes through them. In the limit it passes through none: a configuration that reaches a point a crank's length away needs its rod along an isotropic direction, which no real rod has. How fast each point leaves the machine's reach is a ratio of four distances, √(1 + λ²)·|Z|·|Z − Zₛ| / (2b·|Z + 1|·|Z + iλ|), and it vanishes only at the pivot circles' second meeting. Every crossing is lost at a finite size: through a cusp, when the law predicts it, or by meeting another crossing and leaving as a complex pair, when it does not.

    part 18 · algebra

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